Salesforce.com for Independent Insurance Agents & Brokers

At PSAdvisory we understand what we like to call 'the lingo' of the Agency. We get that Producers are not traditional sales people. We understand the concept of a book of business. We know what you mean when you talk about an 'X Date'. We don't confuse an 'App' with something you download onto your phone. We believe that by combining our experience with your vision we can help you deploy Salesforce.com so that it delivers success for your organization.

Why partner with us?

We help sales teams 'move the needle' through a combination of Salesforce.com optimization and sales training. While thousands of businesses have implemented Salesforce.com, many have not tapped into its immense potential for two reasons:

- They have not optimized its functionalities to meet the real world needs of their salespeople and sales managers; and- They have failed to provide customized sales training that is specifically integrated into their Salesforce.com system.By failing to do so, companies are investing in Salesforce.com, but ending up with low adoption, bad data, frustrated producers, and one tough question: “what do we do now?”

Leverage our Insurance Accelerators

​The PSAdvisory Accelerators leverage our years of experience working with highly successful agencies and producers to identify quick start frameworks. Our accelerators enable our customers to achieve full utilization from Day 1 without having to completely re-invent the wheel.

The PSAdvisory Difference

Rather than asking: “what do we do now?”, our clients ask: “What can we do next?”

How do we do it? We bring a combination of insurance industry expertise, technical know-how, sales process and sales training excellence.

At PSAdvisory we believe that a successful Salesforce.com implementation is driven as much by the business analysis investment as it is by technology. The most sophisticated technological solutions ultimately fail if they do not deliver on the business objectives of the organization. Why? The honest truth is that the majority of problems have very little to do with technology and everything to do with strategy, training and management not working together.

We focus on the Insurance Industry so that our clients can benefit from the Best Practices that are currently being implemented by the leading insurance firms around the country. It is this specific industry focus that enables us to provide our clients with the tools, processes, and expertise needed to guarantee a successful Salesforce.com implementation.